Invest Selection


For those looking for an extremely diversified fund, being a fund of funds with several geographies in its portfolio and a balanced approach between equity and debt. Managed with the advise of Euroconsumers - Consumer's Rights Organisation.

Overview

75%

Max. stock exposure

Description


Invest Selection’s primary objective is to provide its investors with access to long-term capital appreciation through the management of a portfolio of funds and ETFs. The fund will have exposure to a range of geographies and its asset classes include equity and debt securities.

This Fund may not be suitable for investors who plan to withdraw their money within 3 years.

Product page on Morningstar

Annual Total Returns(1)

The fund initiated its activity on 30-12-2020

Quote chart

Why invest in this fund?

An Award-Winning Team

Optimize Investment Manager team has been awarded multiple times by Morningstar and several other well-known national and international organizations.

Low commissions

0%

Subscription

0%

Redemption

0%

Account management

1.20%

Investment Management fee

(Already included in the performance)


(1) Past performance is not necessarily a guide to future performance. The value of the shares can increase or decrease depending on the risk level that varies between 1 (minimum risk) and 7 (maximum risk). The fund’s Prospectus and the Sub-funds KIIDs are available on the commercializing entities. The returns mentioned are net of management and deposit fees, audit costs and supervisory fee. The figures disclosed imply the taxation borne by the collective investment undertaking and the eventual payment of capital gains tax are investors responsibility. Investing in the collective investment undertaking may result in the loss of invested capital. The disclosed annualized performance measures, calculated based on a period exceeding one year, would only be obtained if the investment was made during the entire reference period. The average annual returns of the Optimize Invest Selection Fund (started on 30-12-2020) for each period consider the quote at .